| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $71 | 0.00% | +1 | New |
| Modus Advisors, LLC | 3 | $212 | 0.00% | +3 | New |
| Ancora Advisors, LLC | 4 | $283 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $283 | 0.00% | +4 | New |
| Winnow Wealth LLC | 5 | $320 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $353 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $354 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $354 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 7 | $495 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $565 | 0.00% | +8 | New |
| Caldwell Sutter Capital, Inc. | 9 | $636 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $636 | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 10 | $707 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 10 | $707 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 11 | $777 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $848 | 0.00% | +12 | New |
| HHM Wealth Advisors, LLC | 14 | $990 | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $1.13K | 0.00% | −10−38.5% | Reduced |
| SJS Investment Consulting Inc. | 21 | $1.48K | 0.00% | −3−12.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 21 | $1.48K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $1.55K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 28 | $1.98K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 33 | $2.33K | 0.00% | +6+22.2% | Added |
| Your Advocates Ltd., LLP | 34 | $2.40K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $2.47K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 36 | $2.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $2.69K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 49 | $3.46K | 0.00% | +49 | New |
| Rakuten Securities, Inc. | 50 | $3.53K | 0.00% | −13−20.6% | Reduced |
| Carolinas Wealth Consulting LLC | 52 | $3.63K | 0.00% | +47+940.0% | Added |
| Umb Bank N A | 59 | $4.17K | 0.00% | −61−50.8% | Reduced |
| Abound Wealth Management | 60 | $4.24K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 61 | $4.31K | 0.00% | +8+15.1% | Added |
| Bokf, NA | 66 | $4.63K | 0.00% | −67−50.4% | Reduced |
| IFP Advisors, Inc | 66 | $4.66K | 0.00% | +26+65.0% | Added |
| Dunhill Financial, LLC | 70 | $4.95K | 0.00% | +14+25.0% | Added |
| Rothschild Investment LLC | 79 | $5.58K | 0.00% | −203−72.0% | Reduced |
| JNBA Financial Advisors | 100 | $7.07K | 0.00% | −100−50.0% | Reduced |
| Stephenson National Bank & Trust | 100 | $7.07K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $7.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $7.28K | 0.00% | −6−5.5% | Reduced |
| Quest Partners LLC | 107 | $7.56K | 0.00% | −16,148−99.3% | Reduced |
| Bruce G. Allen Investments, LLC | 120 | $8.48K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 127 | $8.97K | 0.00% | +127 | New |
| WPG Advisers, LLC | 131 | $9.26K | 0.01% | +131 | New |
| First Command Advisory Services, Inc. | 154 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 155 | $11.0K | 0.00% | +22+16.5% | Added |
| Gables Capital Management Inc. | 157 | $11.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 175 | $12.0K | 0.00% | −70−28.6% | Reduced |
| GeoWealth Management, LLC | 175 | $12.4K | 0.00% | +175 | New |
| Arcadia Investment Management Corp | 175 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 175 | $12.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 177 | $12.5K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 174 | $12.5K | 0.00% | +174 | New |
| TCTC Holdings, LLC | 184 | $13.0K | 0.00% | +184 | New |
| Fourth Dimension Wealth, LLC | 197 | $13.9K | 0.01% | +197 | New |
| Bangor Savings Bank | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $14.1K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $14.1K | 0.01% | +200 | New |
| CoreCap Advisors, LLC | 203 | $14.3K | 0.00% | +199+4,975.0% | Added |
| Central Pacific Bank - Trust Division | 203 | $14.3K | 0.00% | +203 | New |
| Skopos Labs, Inc. | 215 | $15.2K | 0.00% | +8+3.9% | Added |
| JFS Wealth Advisors, LLC | 236 | $16.7K | 0.00% | +127+116.5% | Added |
| Richards, Merrill & Peterson, Inc. | 240 | $17.0K | 0.01% | +240 | New |
| DT Investment Partners, LLC | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 244 | $17.2K | 0.01% | +244 | New |
| Pacifica Partners Inc. | 250 | $17.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 262 | $18.5K | 0.00% | +256+4,266.7% | Added |
| AdvisorNet Financial, Inc | 269 | $19.0K | 0.00% | −2−0.7% | Reduced |
| Lindbrook Capital, LLC | 269 | $19.0K | 0.00% | +33+14.0% | Added |
| Hemington Wealth Management | 286 | $20.0K | 0.01% | +51+21.7% | Added |
| Rise Advisors, LLC | 286 | $20.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 293 | $20.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $21.2K | 0.01% | +100+50.0% | Added |
| Greenline Partners, LLC | 310 | $21.9K | 0.00% | +310 | New |
| Coppell Advisory Solutions LLC | 326 | $23.0K | 0.00% | −500−60.5% | Reduced |
| Van Hulzen Asset Management, LLC | 330 | $23.3K | 0.00% | +330 | New |
| Quent Capital, LLC | 333 | $23.5K | 0.00% | +8+2.5% | Added |
| Global Wealth Strategies & Associates | 371 | $26.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 385 | $27.2K | 0.00% | +9+2.4% | Added |
| Crowley Wealth Management, Inc. | 400 | $28.3K | 0.02% | +400 | New |
| Plante Moran Financial Advisors, LLC | 420 | $29.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 415 | $32.1K | 0.00% | −8−1.9% | Reduced |
| NBT Bank N A | 469 | $33.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 484 | $34.1K | 0.03% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 500 | $35.3K | 0.01% | +500 | New |
| SBI Securities Co., Ltd. | 505 | $35.7K | 0.00% | +505 | New |
| Whittier Trust Co | 545 | $38.5K | 0.00% | −149−21.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 637 | $45.0K | 0.01% | −25−3.8% | Reduced |
| Evelyn Partners Investment Management LLP | 650 | $45.9K | 0.00% | +650 | New |
| Larson Financial Group LLC | 678 | $47.9K | 0.00% | +422+164.8% | Added |